CSV and XLS Best Practices

Before uploading your customer database using a CSV or XLS file, it is a good practice to ensure it is in a format that PUSHTech can read and import as a table. This can be done by uploading the file as a raw data table, which will allow easy aggregating and grouping in your PUSHTech account. Please follow our tips to make sure your data is in a raw table format.

Step 1. Remove unnecessary cells.

The first row in the file must begin with a header row that describes the data in the column. Any other titles, descriptions, etc should be removed. Ensure each cell is populated, and each record has data across all columns. Remove any filler rows and ensure each header has a unique name. Your spreadsheet should look similar to the one below.


Step 2. Ensure all numeric and date columns are visible.

If a column is truncated to hash symbols or scientific notation they will export as such. Make sure the data is visible as an integer or decimal.


Step 3. Don´t use special characters in the first row.

The first row can contain only numbers, letters, or underscores.


Step 4. Remove special formatting or formulas

Special formatting or formulas will not be processed in the data import. Remove them by copying all active cells and Paste Special as values.


Step 5. Remove all double quotes

Replace all double quotes with a blank field.


You are now ready to import your files in XLS or CSV format into your PUSHTech account here.

Leave A Comment?